LPL Financial’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | $178K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $267K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $195K | Hold |
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|
2015
Q4 | $196K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $210K | Buy |
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|
2015
Q1 | $231K | Buy |
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|
2014
Q4 | $221K | Sell |
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|
2014
Q3 | $259K | Buy |
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|
2014
Q2 | $240K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $208K | Buy |
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